Pipeline settings
How to set up a pipeline
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Create and manage expense templates
Last Updated: 14.07.2026
Expense templates are preset expense names that you set up in your pipeline. Use them to add recurring expenses to deals faster and keep expense names consistent across all your deals. For example, reuse predefined names like Logistics or Advertising instead of typing them manually each time.
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Manage deal fields
Last Updated: 23.01.2025
You can add fields to deals to capture additional information. For example, you can add a product name, preferred shipping or payment method, and so on, and use that data for personalized communication.
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Manage tabs in deal cards
Last Updated: 11.03.2025
Tabs help organize information within deal cards and quickly find what you need. You can create and rearrange them to group data into relevant sections.
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Manage deal lost reasons
Last Updated: 11.06.2026
Lost reasons are predefined options that explain why a deal was lost. Each pipeline has its own list of lost reasons. They help you analyze sales performance, spot recurring patterns, and improve your strategy.
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